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全球科技与通信行业・首席 CIO 调研：四季度预算或集中释放，全球 IT 预算增速加快-Global Technology & Communications_ Citi CIO Survey_ Global IT Budgets Accelerate on Potential 4Q Budget Flush

2026-01-15 06:33

Summary of Key Points from the Citi CIO Survey Industry Overview - The survey focuses on the **Global Technology & Communications** sector, specifically examining IT budget growth expectations among CIOs in the US and EMEA regions [1][2][23]. Core Insights 1. **IT Budget Growth**: - IT budgets are expected to grow by **+3.3%** over the next 12 months, an increase from **+1.9%** in the previous survey [2][23]. - US IT budget growth accelerated to **+3.6%**, while EMEA saw an increase to **+2.4%** [2][26][27]. 2. **Investment Priorities**: - The top investment priority for CIOs is **Data Analytics/Generative AI**, followed by **Cybersecurity** and **Digital Transformation** [3][29]. - **Data Analytics/GenAI** reclaimed the top rank, indicating a shift in focus from Cybersecurity, which is now the second priority [3][12]. 3. **Generative AI Trends**: - Generative AI accounts for approximately **6%** of IT budgets, with CIOs favoring **Microsoft** as the preferred vendor, followed by **Amazon**, **OpenAI**, and **Google** [4][58]. - There is a notable expectation among CIOs that investments in Generative AI will lead to headcount reductions, with **53%** anticipating this outcome within the next 1-2 years [16][63]. 4. **Cybersecurity Budget Growth**: - Cybersecurity budgets are expected to grow by **~6.7%**, reflecting a **~1.6pt** increase in growth expectations [12]. - **64%** of CIOs believe that Generative AI initiatives will drive higher cybersecurity budgets [12]. 5. **Sector-Specific Insights**: - **Application & Data/Analytics Software**: Remains a high priority, with a focus on data modernization and AI infrastructure [8]. - **Cloud Providers**: Anticipated to benefit from increased spending, with projections for **AWS** and **Google Cloud** revenues growing by **+22.5%** and **+36%** respectively [15][19]. - **European Technology**: Shows improving sentiment with a projected IT budget growth of **+2.4%**, although still below trend rates [19]. Additional Important Insights 1. **Vendor Consolidation**: - There is a strong trend towards vendor consolidation in the cybersecurity space, with CIOs looking to streamline their vendor relationships [12][50]. 2. **Public Cloud Spending**: - Spending on public cloud infrastructure services is expected to grow by **6.1%** year-over-year, indicating a robust demand for cloud services [15][48]. 3. **Headcount and AI**: - The expectation of headcount reductions due to Generative AI investments has increased, with **77%** of CIOs expecting these savings within the next two years [16][63]. 4. **Economic Sentiment**: - CIOs report a less negative outlook on the macroeconomic environment, with **31%** indicating improved conditions over the last quarter [19][32]. 5. **Pricing Behavior**: - A majority of CIOs have noted that software vendors are maintaining or increasing prices, which could impact budget allocations [38]. This summary encapsulates the key findings from the Citi CIO Survey, highlighting trends in IT budget growth, investment priorities, and the impact of Generative AI on the technology landscape.